Job Description
Full job description
Benefits:
401(k)
401(k) matching
Bonus based on performance
Competitive salary
Dental insurance
Health insurance
Opportunity for advancement
Paid time off
Training & development
Vision insurance
Morgan Financial, a growing, customer-centric mortgage lender located in Melbourne, is looking for high-energy, driven, detail-oriented talent to join our team.
This is a full-time, in-office, entry-level position designed for someone who wants to learn the mortgage industry from the ground up.
You will start as an Operations Assistant (OA)—learning the foundational skills of mortgage operations—then, as you develop, transition into a Loan Officer Assistant (LOA), supporting the front-end of the mortgage process and helping clients through one of the biggest financial decisions of their lives.
If you’re looking for a career—not just a job—and you thrive in a fast-paced, team-oriented environment, this may be the perfect fit.
Is This Role Right for You?
You might be a great fit if you:
Want to learn the mortgage industry from the ground up
Are curious about how loan approvals, documents, and mortgage guidelines work
Want to grow into a client-facing position (once trained)
Enjoy being part of a structured, accountable, high-performing team
Work well under pressure and enjoy problem solving
Are motivated by personal development and advancement
Appreciate an environment where culture, teamwork, and doing the right thing matter
Want a career path—not a revolving-door job
Phase 1: Operations Assistant (OA)
You’ll learn how a mortgage file works from the inside out.
Responsibilities
Organize, label, and review borrower documents
Assist with introductory income & asset review
Enter and update data in Encompass and internal systems
Communicate with third-party vendors and customers
Follow detailed checklists to ensure operational standards are met
Identify potential issues early and help resolve them
Support processors, underwriters, and loan officers as needed
Phase 2: Loan Officer Assistant (LOA)
Once you’ve mastered the basics, you will transition into supporting our Loan Officers directly.
Responsibilities
Call prospective leads and schedule appointments
Gather borrower documents for VA, Conventional, and Jumbo loans
Prepare application packages for approval and closing
Verify accuracy of documentation
Manage pre-closing checklists
Provide outstanding client communication and service
Assist with phone coverage, scheduling, scanning, and administrative tasks
Help Loan Officers stay focused on selling by taking tasks off their plate
Work toward obtaining your NMLS license (with company support)
To Be Successful, You Should Be Able To:
Have a high sense of urgency
Work both independently and as part of a team
Multi-task and manage time efficiently
Solve problems proactively
Communicate clearly and professionally
Stay organized with strong attention to detail
Be punctual and reliable
Maintain a strong work ethic and self-direction
Provide excellent customer service
Adapt quickly in a fast-paced environment
Requirements
6 months–3 years of professional work experience
Mortgage experience is a plus, but not required
Familiarity with Encompass is a plus
Must be comfortable learning new systems
Must obtain an NMLS Mortgage Loan Originator License within six months of transitioning to the LOA portion of the role
Full-time, in-office position only (not remote)
Why Join Morgan Financial?
We are local, established, and community-focused
Strong team culture—supportive, accountable, and fun
Clear advancement path from OA LOA
future opportunities
Competitive pay and benefits
A company where initiative, integrity, and teamwork truly matter
Equal Opportunity Employer
Morgan Financial is an Equal Opportunity Employer. We afford equal employment opportunity to all qualified individuals.
Benefits:
401(k)
401(k) matching
Bonus based on performance
Competitive salary
Dental insurance
Health insurance
Opportunity for advancement
Paid time off
Training & development
Vision insurance
Morgan Financial, a growing, customer-centric mortgage lender located in Melbourne, is looking for high-energy, driven, detail-oriented talent to join our team.
This is a full-time, in-office, entry-level position designed for someone who wants to learn the mortgage industry from the ground up.
You will start as an Operations Assistant (OA)—learning the foundational skills of mortgage operations—then, as you develop, transition into a Loan Officer Assistant (LOA), supporting the front-end of the mortgage process and helping clients through one of the biggest financial decisions of their lives.
If you’re looking for a career—not just a job—and you thrive in a fast-paced, team-oriented environment, this may be the perfect fit.
Is This Role Right for You?
You might be a great fit if you:
Want to learn the mortgage industry from the ground up
Are curious about how loan approvals, documents, and mortgage guidelines work
Want to grow into a client-facing position (once trained)
Enjoy being part of a structured, accountable, high-performing team
Work well under pressure and enjoy problem solving
Are motivated by personal development and advancement
Appreciate an environment where culture, teamwork, and doing the right thing matter
Want a career path—not a revolving-door job
Phase 1: Operations Assistant (OA)
You’ll learn how a mortgage file works from the inside out.
Responsibilities
Organize, label, and review borrower documents
Assist with introductory income & asset review
Enter and update data in Encompass and internal systems
Communicate with third-party vendors and customers
Follow detailed checklists to ensure operational standards are met
Identify potential issues early and help resolve them
Support processors, underwriters, and loan officers as needed
Phase 2: Loan Officer Assistant (LOA)
Once you’ve mastered the basics, you will transition into supporting our Loan Officers directly.
Responsibilities
Call prospective leads and schedule appointments
Gather borrower documents for VA, Conventional, and Jumbo loans
Prepare application packages for approval and closing
Verify accuracy of documentation
Manage pre-closing checklists
Provide outstanding client communication and service
Assist with phone coverage, scheduling, scanning, and administrative tasks
Help Loan Officers stay focused on selling by taking tasks off their plate
Work toward obtaining your NMLS license (with company support)
To Be Successful, You Should Be Able To:
Have a high sense of urgency
Work both independently and as part of a team
Multi-task and manage time efficiently
Solve problems proactively
Communicate clearly and professionally
Stay organized with strong attention to detail
Be punctual and reliable
Maintain a strong work ethic and self-direction
Provide excellent customer service
Adapt quickly in a fast-paced environment
Requirements
6 months–3 years of professional work experience
Mortgage experience is a plus, but not required
Familiarity with Encompass is a plus
Must be comfortable learning new systems
Must obtain an NMLS Mortgage Loan Originator License within six months of transitioning to the LOA portion of the role
Full-time, in-office position only (not remote)
Why Join Morgan Financial?
We are local, established, and community-focused
Strong team culture—supportive, accountable, and fun
Clear advancement path from OA LOA
future opportunities
Competitive pay and benefits
A company where initiative, integrity, and teamwork truly matter
Equal Opportunity Employer
Morgan Financial is an Equal Opportunity Employer. We afford equal employment opportunity to all qualified individuals.
💡 Quick Summary
Seeking a career-building opportunity? The Entry Level Mortgage Operations and Loan Officer Assistant position is now open for candidates interested in the Helper Jobs sector. This role in Melbourne offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Helper Jobs is a plus.
